Create a report that shows only the last activity logged in the timeline per each account

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My client is trying to create a report that only shows the last activity logged in the timeline per each customer. We were hoping to be able to create a new field and populate it with a rule to flag the last activity for each customer, however, the rules engine can't write to Activity Timeline fields.


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Irit Eizips, Champion

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Posted 1 week ago

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Sagan Sherlin, Champion

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Hi Irit, I had a similar question - https://community.gainsight.com/gainsight/topics/help-is-it-possible-to-create-a-report-that-shows-a... Looking for a way to report on my customers hadn't had a Timeline Post in X time.  [And how to report on the Customers that didn't have a post.]

Here is a snippet from the post regarding creating the Report for customers not touched in x time - 

"In your Show field, pick Activity Date - choose Aggregation of Max Date (the latest date)
In your By field, pick Account Name
Then Filter by Max Date not being in last 7 days - this will show you list of customers and the last activity date
Note I also included a filter for Today as it seems Activity from CTAs can post with future activity dates

https://cl.ly/3w3G0f3Z2R3U "

I hope this helps!


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Dan Ahrens, Official Rep

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Hi Irit, another community member had a similar question and I outlined a solution here: https://community.gainsight.com/gainsight/topics/pulling-the-latest-timeline-notes-for-a-specific-ac...